Anic Equity¶
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Total return since start: 0.554 %¶
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Equity now: -----------------------------> 47469.87 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46075.02 Kr¶
PnL: ---------------------------------------> -813.55 Kr¶
DD now: ---------------------------------> -2.385 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 14:11:41.054172'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -3.530000 | 3125.200000 | 154.200000 | 5.190000 | 2971.000006 |
| HEBA B | 70 | -2.380000 | 2730.000000 | 94.000000 | 3.570000 | 2636.000010 |
| Corem Property Group B | 59 | -0.810000 | 652.540000 | 75.540000 | 13.090000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.990000 | 429.600000 | 74.600000 | 21.010000 | 355.000000 |
| HMS Networks | 2 | -1.340000 | 706.000000 | 33.000000 | 4.900000 | 673.000000 |
| Eastnine | 4 | -0.160000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Norva24 Group | 16 | -2.780000 | 560.000000 | 17.000000 | 3.130000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.250000 | 261.360000 | 15.360000 | 6.240000 | 246.000000 |
| Coor Service Management Hold. | 8 | 0.000000 | 544.400000 | 12.400000 | 2.330000 | 532.000000 |
| OEM International B | 7 | -1.530000 | 540.400000 | 12.400000 | 2.350000 | 527.999997 |
| Midsona B | 63 | -1.560000 | 595.350000 | 12.350000 | 2.120000 | 582.999984 |
| Resurs Holding | 22 | 0.150000 | 584.540000 | 10.540000 | 1.840000 | 573.999998 |
| Intrum | 4 | -0.710000 | 532.200000 | 5.200000 | 0.990000 | 527.000000 |
| Karnov Group | 9 | 1.360000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Essity B | 2 | -0.860000 | 575.000000 | 1.000000 | 0.170000 | 574.000000 |
| MedCap | 2 | -1.860000 | 422.000000 | 1.000000 | 0.240000 | 421.000000 |
| Essity A | 4 | 0.000000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Handelsbanken A | 5 | -1.930000 | 546.250000 | 0.250000 | 0.050000 | 546.000000 |
| AcadeMedia | 12 | 0.000000 | 554.880000 | -2.120000 | -0.380000 | 557.000004 |
| Swedbank A | 3 | -1.740000 | 560.250000 | -3.750000 | -0.660000 | 564.000000 |
| Securitas B | 6 | -1.160000 | 560.400000 | -9.600000 | -1.680000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.350000 | 3444.040000 | -9.960000 | -0.290000 | 3453.999992 |
| Fastighetsbolag. Emilshus Pref | 21 | -5.780000 | 548.100000 | -13.900000 | -2.470000 | 562.000005 |
| CTEK | 13 | -0.460000 | 510.770000 | -23.230000 | -4.350000 | 533.999999 |
| Boozt | 12 | -0.520000 | 1622.400000 | -31.600000 | -1.910000 | 1653.999996 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| Vivesto | 1368 | 1.040000 | 559.240000 | -53.760000 | -8.770000 | 612.999432 |
| International Petroleum Corp. | 5 | 1.170000 | 518.500000 | -76.070000 | -12.790000 | 594.565215 |
| Sampo Oyj SDB | 7 | -1.110000 | 3734.500000 | -115.500000 | -3.000000 | 3850.000000 |
| SAAB B | 8 | -1.210000 | 3260.000000 | -117.000000 | -3.460000 | 3377.000000 |
| OX2 | 18 | -0.820000 | 1531.800000 | -132.200000 | -7.940000 | 1663.999992 |
| Axfood | 13 | -0.440000 | 3563.300000 | -192.700000 | -5.130000 | 3756.000001 |
| Fasadgruppen Group | 35 | 0.200000 | 3563.000000 | -248.000000 | -6.510000 | 3810.999990 |
| Ovzon | 52 | 1.370000 | 3068.000000 | -294.000000 | -8.740000 | 3361.999992 |
| TOTAL | 46075.020000 | -813.550000 | -2.38541% | 46888.564618 |
Updated:¶
'2023-01-13 14:11:53.834463'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
